Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,821 |
Service code 35 · EIN 95-2402760 | Employee (plan sponsor) | $22,463 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,844 | $36,773-40.6% | $189,758-88.5% | $85,660-74.5% |
| Participation rate | 96.8% | 63.3%+33.5pp | 79.8%+17.0pp | 74.8%+21.9pp |
| Annual return | 11.05% | 55.47%-44.4pp | 52.62%-41.6pp | 19.52%-8.5pp |
| Employer contribution / active EE | $2,264 | $1,536+47.4% | $4,767-52.5% | $4,199-46.1% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $144 | $132+9.4% | $20,388-99.3% | $224-35.7% |